James B.
Evelyn Escalona
Just starting business from here and so far United Wealth has been very helpful and answered all our questions professionally. We would happily give a reccomendation for anyone to work with them.

Excellent
Based on 377 reviews
Honesty, pricing, process and quality scores appear once 5 customers have rated them.
Unified Wealth takes the complexity out of advanced investing strategies by providing self-directed retirement accounts.
Unified Wealth (unifiedwealthsystems.com) has 377 customer reviews on Folks Told, with an average rating of 5.0 out of 5.
377 approved reviews, newest moderated first
James B.
Just starting business from here and so far United Wealth has been very helpful and answered all our questions professionally. We would happily give a reccomendation for anyone to work with them.
Dieuseul S.
Evelyn was very nice, patient and professional.
ALONZO S.
Very professional and knowledgeable
Trey P.
Evelyn was patient and was able to get someone on the call to help answer a quick question. Very firendly and professional.
Don “Think Out The Box” W.
I had a great experience working with Evelyn during my phone intake for the creation of my LLC. She was professional, knowledgeable, and incredibly patient throughout the entire conversation. Evelyn took the time to explain the process clearly, answered all of my questions, and made sure I understood each step involved in setting up my business. What could have been an overwhelming process felt simple and stress-free thanks to her guidance and attention to detail. She was friendly, responsive, and genuinely committed to helping me get everything started correctly. I truly appreciate her excellent customer service and would highly recommend working with Evelyn to anyone looking to form an LLC or navigate the business formation process. Thank you, Evelyn, for making the experience smooth and enjoyable
Trish S.
She was very polite and helpful which made everything run smoothly.
Amy H.
Knowledgeable team, eager to answer inquiries truthfully. friendly, courteous, sociable, and professional while guiding you in the right direction.
Michael G.
Very knowledgeable and precise with information. Quick and easy phone call, and on time. I was provided with all necessary information regarding LLCs and moving forward with my business.